Getting started with Xero

Xero Video Tutorials

If you’re new to Xero and need help with the basic steps, we’ve put together a selection of Xero video tutorials below to help you get the most out of the cloud accounting software.

If you would like to discuss any aspect of Xero and how it can help you manage your company’s finances more effectively, please don’t hesitate to get in touch with a member of our team.


The Xero Dashboard

There are countless things to keep track of when you’re running a small business – and one of the most important is your finances. With the Xero Dashboard, you can easily see your overall business performance.

Sales and online invoicing in Xero

Xero accounting software helps make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.


Manage bills and purchases in Xero

Managing your bills and purchases in Xero accounting software helps you stay organised, stay on top of cashflow and pay your suppliers on time.

Xero First: Reconcile the Bank in Xero


Run reports in Xero


Get in touch

Jaslin Bhagrath

Jaslin Bhagrath

I am passionate about helping Scotland’s owner-managed businesses and not for profit organisations navigate their finances, plan for the future and unlock their full potential. With over 20 years of experience working in accounting and…
Andy Niblock

Andy Niblock

I provide accountancy services to clients in both the commercial, charitable and agricultural sectors. I trained and worked for a Big 4 firm, and also worked in industry for a period before returning to the…